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RFG - Bristol Wealth Advisors’s Applied Industrial Technologies AIT Stock Holding History

RFG - Bristol Wealth Advisors’s Portfolio AIT Stock Details AIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$236K Buy
711
+1
+0.1% +$336 0.06% 155
2026
Q2 		$240K Buy
+710
New +$218K 0.06% 161

Other funds holding AIT

AIM
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
PFP
Polaris Financial Partners Westerville, Ohio $223M AUM
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
AB
ANB Bank Denver, Colorado $282M AUM 20.31% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WWM
Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

RFG - Bristol Wealth Advisors's AIT Position: Q3 2026 in Review

RFG - Bristol Wealth Advisors increased its Applied Industrial Technologies (AIT) stake by 0.14% in Q3 2026, buying an estimated $336 and bringing the position to 711 shares worth $236K. The position accounts for 0.06% of the portfolio, ranked #155.

RFG - Bristol Wealth Advisors first reported a position in AIT in Q2 2026 and has held it in 2 quarters since. The position peaked at $240K in Q2 2026. 21 funds tracked by Wall St. Rank hold AIT as of Q3 2026.

  • RFG - Bristol Wealth Advisors held 711 shares of Applied Industrial Technologies worth $236K as of Q3 2026.
  • RFG - Bristol Wealth Advisors bought 1 Applied Industrial Technologies share in Q3 2026, an estimated $336.
  • Applied Industrial Technologies made up 0.06% of RFG - Bristol Wealth Advisors's portfolio in Q3 2026, its #155 holding.
  • RFG - Bristol Wealth Advisors first reported a position in Applied Industrial Technologies in Q2 2026 and has held it in 2 quarters since.
  • RFG - Bristol Wealth Advisors's Applied Industrial Technologies position peaked at $240K in Q2 2026.
  • 21 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q3 2026.

Based on RFG - Bristol Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.